What to Do If You Lose Your Medicare Advantage Plan
Imagine opening your mailbox and finding a letter that says your Medicare Advantage plan won’t be available next year. No negotiation, no appeal — just a notice that your insurer is leaving, and you...
View ArticleEstate Planning Lessons From Tony Hsieh’s $500M Mystery Will
Tony Hsieh, the former CEO of Zappos, died in 2020 without a will—or so it seemed at first. But the emergence of a “mystery” will has brought controversy and speculation to his estimated $500 million...
View ArticleOlder Adults Living Alone Still Need an Estate Plan
More adults in the United States — particularly those in their 50s, 60s, 70s, and 80s — are living alone than ever before. Many seniors today are choosing to age in place and maintain their...
View ArticleWhen to Hire a Home Care Service for an Older Adult
For seniors and their families, hiring a home care service can support independence for the older adult while reducing stress on the family unit. A home carer can assist with activities of daily living...
View ArticleEstate Planning When You Have a Stepfamily or Blended Family
Many couples enter a marriage with children from previous relationships, sometimes also having children together. Though these families may be rich in love and connection, they can face challenges with...
View ArticleLong-Term Care Costs Are Hollowing Out Generational Wealth
For most Americans, the plan goes something like this: work hard, save diligently, pay off the house, and pass something on to the kids. This quiet promise at the heart of the American Dream is that a...
View ArticleQuestions to Ask a Financial Planner About Long-Term Care
Recent research findings highlight widespread concerns about long-term care planning. In October 2025, Lincoln Financial’s Consumer Sentiments Tracker found that a staggering 82 percent of people...
View ArticleTypes of Power of Attorney: Which One Do You Need?
A power of attorney is one of the most practical tools in estate planning. It can help your loved ones pay bills, manage accounts, handle property issues, and make time-sensitive decisions if you’re...
View ArticleWho Will Inherit Ted Turner’s Estate? Lessons for Families
Ted Turner died on May 6, 2026, at age 87. He left behind five children, 14 grandchildren, and a legacy spanning media, philanthropy, and land conservation. With any high-profile death comes a familiar...
View ArticleBudget Cuts Could Remove Millions From Medicare and Medicaid
A sweeping federal budget law is quietly threatening the health coverage of some of America’s most vulnerable older adults. Here’s what’s changing, whom it will affect, and what you can do. If you...
View ArticleI’m Being Excluded From the Probate Process. What Do I Do?
When a loved one dies, the grief is hard enough to deal with, but for many people that grief is compounded by the troubling discovery that they have been left out of the probate process — sometimes...
View ArticleHow a Living Trust Protects Your Finances During Incapacity
Probate Avoidance Is Not the Whole Story Revocable living trusts are widely known for helping families avoid probate after death. That benefit is real, but it is often not the most urgent reason a...
View Article9 FAQs for Agents Under a Power of Attorney
Being named someone’s agent (sometimes called an “attorney-in-fact”) under a power of attorney can feel like an honor — and a lot of pressure. A financial power of attorney lets you handle certain...
View ArticleDo Surviving Spouses Have Rights to a 401(k) or an IRA?
With terms like “affordability crisis” and a “K-shaped” economy dominating economic headlines amid rising geopolitical tensions, there’s an underreported bright spot buried beneath the pessimistic...
View ArticleSeven Ways to Distribute Your Personal Property Fairly
Unlike money, personal belongings usually can’t be divided equally after their owner passes away. For this reason, distributing possessions such as furniture, jewelry, dishes, silverware, artwork,...
View ArticleDigital Tools to Protect Older Adults From Financial Abuse
Financial scams targeting older adults are more common than ever. Older adults lose billions of dollars each year to financial abuse and exploitation. In 2025, adults aged 60 and older in the United...
View ArticleWhy Estate Planning Is the Answer to Economic Uncertainty
If there’s one word that best summarizes the current economy, it’s uncertainty. Open a newspaper, scroll through financial headlines, or listen to earnings calls, and the same theme keeps surfacing....
View ArticleGen X, Millennials Set to Inherit Trillions in Real Estate
Over the past several decades, baby boomers and their parents have amassed a considerable amount of wealth. That wealth is now beginning to pass to Generation X and millennials. According to a new...
View ArticleA New Peak: Older Adult Outdoor Activity Rates Climb
Americans want to live longer, healthier lives, but here’s the problem: while we’re living more years overall, many of those extra years are spent dealing with long-term illness and physical decline....
View ArticleBenjamin Franklin’s Estate Planning Lessons
Benjamin Franklin was many things: a Founding Father, writer, scientist, inventor, diplomat, printer, publisher, businessman, and political theorist. Yet one of his more impressive legacies — Franklin...
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